光伏50ETF（159864）午后涨超7%，加快经济社会发展全面绿色转型

Core Insights - The 20th Central Committee's Fourth Plenary Session emphasizes accelerating the comprehensive green transformation of economic and social development, highlighting "carbon peak," "carbon neutrality," and "expanding green" initiatives [1] - The National Development and Reform Commission (NDRC) aims to accelerate the green and low-carbon transition of energy, implementing carbon assessment and management systems, which may further increase the demand for green electricity [1] Industry Overview - A new energy system is required to ensure that green electricity is generated, the grid can accommodate it, and it is effectively utilized at the end-user level [1] - Renewable energy is expected to enhance its quality as a power source through an integrated model of wind, solar, and storage [1] Investment Opportunity - The Photovoltaic 50 ETF (159864) tracks the photovoltaic industry index (931151), which selects listed companies across the entire solar photovoltaic power generation value chain, including upstream raw materials, midstream manufacturing, and downstream applications [1] - This index reflects the overall performance and development trends of listed companies in the photovoltaic industry, showcasing significant growth potential and a technology-driven characteristic [1]